Tyler-Stone Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 220 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Tyler-Stone Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$60
-9.1%
8120.0%0.03%
-8.1%
Q2 2023$66
-5.7%
8120.0%0.04%
-22.9%
Q4 2022$70
-99.9%
8120.0%0.05%
-4.0%
Q3 2022$66,000
-5.7%
8120.0%0.05%
+6.4%
Q2 2022$70,000
-5.4%
8120.0%0.05%
+14.6%
Q1 2022$74,000
+2.8%
8120.0%0.04%
+7.9%
Q4 2021$72,0008120.04%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 104,181$16,882,0009.40%
SPC Financial, Inc. 83,505$13,532,0002.48%
Destination Wealth Management 286,148$46,370,0002.36%
NIEMANN CAPITAL MANAGEMENT INC 12,797$2,074,0001.66%
LBMC INVESTMENT ADVISORS, LLC 65,801$10,663,0001.50%
HOLDERNESS INVESTMENTS CO 15,632$2,533,0001.09%
Field & Main Bank 7,225$1,171,0000.97%
First Citizens Financial Corp 5,718$927,0000.92%
F3Logic, LLC 25,782$4,177,0000.79%
Madden Advisory Services, Inc. 7,116$1,153,0000.75%
View complete list of ISHARES TR shareholders